TidyAcademy

How to run a report

In TidyWork, there are many different types of reports that are available to run. The categories of these reports are: Project Reports, Time & Productivity Reports, Operational Reports, Sales Reports, Stock Reports, Administration Reports.

How to export data

This guide explains how to export project data.

How to approve expenses

To Approve expenses, you need to have the user role of Expense Approver and be assigned to the project you are approving materials for.

How to approve materials

To Approve Material, you need to have the user role of Material Approver and be assigned to the project you are approving materials for.

How to enter materials

This guide explains how to enter materials for a project.

How to enter expenses

This guide explains how to enter expenses for a project.

How to approve time

To Approve Time, you need to have the user role of Time Approver and be assigned to the project you are approving time for.

How to enter time

This guide explains how to enter time for a project.

How to enable combined project invoices

Combined Project Invoices is only available on the Rocket plan of TidyWork and TidyBuild, and on TidyEnterprise. With Combined Project Invoices enabled, Project items ready for invoicing on the Invoice Queue which have the same customer, can be combined onto one invoice.

How to clone a project

This guide explains how to easily clone a project and all of it’s details.

How to edit a project

This guide explains how to edit the details of a project, only when it is a draft.

How to view a project

This guide explains how to view all the details of a project.

How to use the project calendar

This guide explains how the project calendar works.

How to schedule resources and book time

If the Resource Scheduling feature is enabled for your organisation, your Project Managers will be able to write future booked time against your resources, and they will be able to see these allocations when adding time entries. This time will then be visible to your Time Writers when they add their time entries.

How to create a project

Tidy Work provides two ways to create a new project: quick project and new project.

How to invoice a project in advance

This document is for those businesses who invoice a project in advance before starting the project and recording time/materials. How this is done in TidyWork depends on whether the project is Time & Materials or Fixed Price project.

How to add project adjustments to projects

This guide explains how to add project adjustments to a project, this allows you to make any changes that weren’t accounted for when the project was originally created.

How to add time adjustments to projects

This guide explains how to add time adjustments to a project, this allows you to make any changes that weren’t accounted for when the project was originally created.

How to clone a quote

This feature allows you to easily replicate existing quotes.

How to edit a quote

This feature allows you to make changes to the details of your existing quotes.

How to create a quote

Quotes allow you to present the estimated time, cost, material, tasks, etc. for a project.

How to view a quote

This guide explains how to view all the details of a quote.

Projects